HelvedriveCONFIDENTIAL DOCUMENTS

Interactive demo

Try the portal, from both sides.

On one side, your firm's screen; on the other, your client's phone. Upload, approve, request a correction: everything updates live. This is sample data and nothing leaves your browser.

Three steps to see how it works

  1. 1On the client's phone, upload the bank statements.
  2. 2On the firm's screen, approve the document received.
  3. 3Test the antivirus: upload the booby-trapped file.

The firm's screen

Cases Example Ltd

Example Ltd · Year-end 2026

Owner: Anne Demo · Due: 31.10.2026

1 of 5 documents approved
  • Supplier invoices 2026supplier-invoices-2026.pdf2.4 MB · 12 SeptApproved
  • Bank statements, January to AugustWaiting for the clientTo provide
  • Current contractsframework-contracts-2026.pdf860 KB · Yesterday, 16:42Received
  • Expense receiptsexpenses-first-half.pdf1.1 MB · Yesterday, 17:05To correct

    The July receipts are missing.

  • Fixed asset registerWaiting for the clientTo provide

Case activity

  • Correction requested: ‘Expense receipts’Yesterday, 17:05
  • Example Ltd uploaded framework-contracts-2026.pdfYesterday, 16:42
  • Anne Demo approved ‘Supplier invoices 2026’12 Sept

The client's phone

DF

Demo Fiduciary Ltd

Secure portal

Hello, Example Ltd

Year-end 2026

Due by 31 October

1 of 5 approved

  • Supplier invoices 2026

    Approved

  • Bank statements, January to August

    To provide

  • Current contracts

    Received

  • Expense receipts

    To correct

    The July receipts are missing.

  • Fixed asset register

    To provide

Personal link, limited to this case. Powered by Helvedrive.

Demo: firm, clients, files and figures are fictitious. No file is sent.

The firm's other screens

Every portal includes these screens. The last two are options still being designed, shown for information.

Hello Anne

Tuesday 30 September 2026

Open cases

18

Documents received to approve

7

Corrections pending

4

Approved this week

31

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All your cases, what is missing and what is awaiting approval, on a single screen.

This portal, in your name and your colours.

Describe your firm and the documents you exchange with your clients: we will get back to you in writing with a proposal.

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